CUSRX Mutual Fund

CUSRX Mutual Fund

NAV$13.54
See how much of CUSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.92%
3 Months
-3.39%
6 Months
+0.26%
YTD
+4.65%
1 Year
+3.64%
3 Years (annualized)
+9.85%
5 Years (annualized)
+2.74%
10 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CUSRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+12.21%
vs Peers
-7.56%

CUSRX Mutual Fund Performance

CUSRX performance across multiple time periods: 1-month 3.92%, YTD 4.65%, 1-year 3.64%, 3-year 9.85%, 5-year 2.74%, 10-year 7.27%.

CUSRX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

CUSRX vs another fund shows side-by-side returns. CUSRX alternatives are available in the Mutual Fund Screener.